Professional services firms have unique ethical and regulatory obligations that govern how business must be conducted. Not meeting those obligations is one of the greatest risks a professional services firm faces. As more business gets conducted through artificial intelligence, the more firms must ensure that compliance is built into the tools and processes that are
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How Firm AI is changing the way professional firms operate and compete
What distinguishes Firm AI from generic AI?
Nikolaus Grefe
Generic large language models (LLMs) — even frontier models like Fable 5, GPT 5.6, and Kimi K3 — struggle to make sense of a firm’s complex data model.
For example, let’s say Claude is connected to your system of record through an MCP server. If you
The firms winning the most business aren’t the ones pitching hardest.
The firms pulling ahead in business development right now aren’t outpitching their competitors. They’re out-knowing them. They know which client relationships are cooling before the client picks up the phone. They see the cross-practice opportunity before the partner thinks to ask. They walk into every pitch having already mapped the relationship history, identified the warm
Firm AI Principle 5: Coworker agents are how the growth gets unlocked.
This week in our series on the principles that Firm AI is built on, we cover the key to unlocking growth in professional and financial services firms: scaling the previously labor-intensive but critical business processes of the firm without adding overhead. How? With expert coworker agents.
A general-purpose agent does many things adequately and nothing
Beyond the billable hour: How Firm AI is transforming timekeeping and billing into a strategic advantage
How is AI changing what law firms need from their timekeeping technology?
KEN HOUSEMAN
Clients expect their law firms to use AI to complete work faster — and be charged for fewer hours as a result. But the time a lawyer spends on client work doesn’t necessarily reflect the value being delivered, so firms are
How Firm AI unlocks value across every stage of the private capital investment lifecycle
Research indicates that private capital firms get the greatest value from AI when it’s applied in a structured, consistent way across the investment lifecycle. Yet there’s a significant gap between isolated AI use cases and firmwide advantage: Only 7% of firms have scaled AI enterprise-wide.
To scale AI successfully, firms need to stop using fragmented
Firm AI Principle 4: Firm AI is built for firm growth. Every other AI is built for individual utility.
Growth is the ultimate goal for professional services firms. Our ongoing series about Firm AI makes a new case for how agentic AI platforms built for the business side of professional services firms enables growth that was previously infeasible. Today’s post covering Principle 4 demonstrates how firms will be able to overcome traditional constraints to
Intapp now enforces your ethical walls inside Harvey
The Harvey and Intapp Walls integration is now generally available. Confidentiality risk has been one of the biggest barriers to AI adoption at law firms, and today that changes. Intapp Walls and Harvey are now integrated, letting firms sync their existing Walls policies directly into Harvey and enforce them automatically across Harvey Assistant, Vault, and
LawSites – Intapp Makes Celeste Generally Available, Calling It An ‘AI Coworker’ To Run the Business Side of Law Firms
Journalist and lawyer Bob Ambrogi published an article on the general availability of Intapp Celeste, an agentic AI coworker built to run the business side of a firm — from deal screening and conflicts clearance to business development and lateral hiring. His article covers how Celeste executes multi-step workflows as playbooks, operates within a firm’s
Firm AI: AI that runs the business of the firm, not just the practice.
Every AI vendor is promising professional firms a productivity revolution. What are you actually hearing from firm leaders?
Thad Jampol
We showed a quote to a group of managing partners that said individual productivity has improved 10x with AI, but firm productivity has not increased 10x. The explicit point is that individual productivity is not equal to firm productivity. And
Intapp announces general availability of Celeste, the expert AI coworker for professional firms
Celeste runs the business of the firm — from deal screening and conflicts clearance to business development and lateral hiring — on each firm’s own data, under its own rules
PALO ALTO, Calif. — July 15, 2026 — Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries, today announced at
AI that runs the business of the firm
Walk into any law firm, private equity firm, investment bank, or accounting firm today and nearly every desk is using AI. Your professionals draft, build models, and review documents faster than they did a year ago. That was the right first move, and the gains are real.
But here’s the question we keep hearing from
Intapp expands strategic partnership with Moody’s to bring counterparty intelligence directly into professional workflows via Intapp Celeste
Celeste now surfaces Moody’s credit risk, entity screening, and ownership data at the moment of decision — through natural conversation and without disrupting the workflow
PALO ALTO, Calif. – July 14, 2026 – Deal professionals and risk teams spend significant time switching between platforms to gather counterparty intelligence — often at the precise moment a decision is
Lyra Schramm joins Intapp as Chief People and Places Officer
Palo Alto, Calif. — July 13, 2026 — Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announces Lyra Schramm has joined the company as Chief People and Places Officer.
“We are thrilled to welcome Lyra to the Intapp leadership team,” said John Hall, CEO of Intapp. “As we continue to
Firm AI Principle 3: Firm AI is built for the people running the firm
Our ongoing series on the principles underlying our conviction that Firm AI will drive business success for professional and financial services going forward continues this week with Principle 3: Firm AI is built for the people running the firm. Here we discuss how Firm AI equips the people who are responsible for running a firm
Wotton Kearney selects Intapp DealCloud with Celeste to power relationship intelligence and AI-driven growth
Asia Pacific’s leading specialist insurance and risk legal business invests in purpose-built growth platform to deepen client relationships and support international expansion
PALO ALTO, Calif. — July 9, 2026 — Intapp (NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announces that Wotton Kearney has selected Intapp DealCloud with